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Planned giving

By Drache Aptowitzer LLP | 3 Minutes Read December 15, 2015

Planned giving donors should make sure strings are attached

Planned giving has been an issue of interest to the charitable sector for several years. The enthusiasm by which the sector has taken up the discussion has permeated the donor community. As a result donations by will are a common occurrence. But if the donor does not monitor developments with the charity the gift could lapse and frustrate the donor’s intentions to support the organization.

Article by Drache Aptowitzer LLP / Not for Profit / Canada Revenue Agency, charitable gift, Donations, donor, donor’s estate, gift, Planned giving, receipt, tax receipt, the donor community, Wills and Estates, wording of the will

By Drache Aptowitzer LLP | 2 Minutes Read November 16, 2015

Planned giving donors should make sure strings are attached

Planned giving has been an issue of interest to the charitable sector for several years. The enthusiasm by which the sector has taken up the discussion has permeated the donor community. As a result donations by will are a common occurrence. But if the donor does not monitor developments with the charity the gift could lapse and frustrate the donor’s intentions to support the organization.

Article by Drache Aptowitzer LLP / Not for Profit / beneficiary of a will, charitable organization, charitable receipt, charitable sector, charitable status, CRA, donations by will, donors, Drache Aptowitzer, gift, net worth, Planned giving, tax credits, tax planning, wills

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